RIL

Rothschild Investment LLC Portfolio holdings

AUM $1.77B
1-Year Est. Return 20.27%
This Quarter Est. Return
1 Year Est. Return
+20.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.44B
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,873
New
Increased
Reduced
Closed

Top Buys

1
+$8.57M
2
+$5M
3
+$4.68M
4
BJUL icon
Innovator US Equity Buffer ETF July
BJUL
+$3.8M
5
AAPL icon
Apple
AAPL
+$2.9M

Top Sells

1
+$8.16M
2
+$7.85M
3
+$2.99M
4
COST icon
Costco
COST
+$2.88M
5
PANW icon
Palo Alto Networks
PANW
+$2.87M

Sector Composition

1 Technology 19.18%
2 Financials 12.7%
3 Healthcare 10.51%
4 Industrials 8.32%
5 Communication Services 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$1.66K ﹤0.01%
83
+65
1427
$1.64K ﹤0.01%
20
+15
1428
$1.64K ﹤0.01%
35
+30
1429
$1.63K ﹤0.01%
+14
1430
$1.63K ﹤0.01%
15
+10
1431
$1.63K ﹤0.01%
+23
1432
$1.63K ﹤0.01%
55
+50
1433
$1.63K ﹤0.01%
33
1434
$1.62K ﹤0.01%
7
+1
1435
$1.62K ﹤0.01%
169
1436
$1.62K ﹤0.01%
15
+10
1437
$1.61K ﹤0.01%
20
+15
1438
$1.61K ﹤0.01%
20
+15
1439
$1.6K ﹤0.01%
30
+25
1440
$1.59K ﹤0.01%
7
+5
1441
$1.59K ﹤0.01%
61
+51
1442
$1.59K ﹤0.01%
30
+20
1443
$1.59K ﹤0.01%
55
+45
1444
$1.57K ﹤0.01%
77
+50
1445
$1.56K ﹤0.01%
52
+40
1446
$1.55K ﹤0.01%
15
+10
1447
$1.55K ﹤0.01%
90
+80
1448
$1.55K ﹤0.01%
100
+90
1449
$1.53K ﹤0.01%
15
+10
1450
$1.53K ﹤0.01%
9
+8
56 57
58
59 60